Roberto A. Valles
Wealth Management Advisor|CFP®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Andrew M Rasmussen
CFP®
Life Insurance Specialist
I grew up in Duluth, GA and have lived in Athens since 2001. I'm married to Katie and we have two daughters. I have both a local and national practice, specializing in work with business owners, physicians, executives, and successful professionals. I help my clients with comprehensive financial planning -- managing wealth, mitigating risk, and minimizing taxes both now and in retirement.
Wendy Ann Thompson
CFP®, RICP®, CLU®, ChFC®, CASL®
Annuity Specialist
I'm a seasoned financial professional with a passion for helping clients navigate their financial journey. My approach is rooted in trust, education, and genuine care. Our success is measured by the relationships we cultivate rather than sales quotas. Our focus is on creating meaningful connections and being a trusted partner to our clients. Our true potential emerges, when we serve others.